RCIM

Red Cedar Investment Management Portfolio holdings

AUM $792M
1-Year Est. Return 15.88%
This Quarter Est. Return
1 Year Est. Return
+15.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$611M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$4.86M
3
+$3.55M
4
MCD icon
McDonald's
MCD
+$1.45M
5
ALL icon
Allstate
ALL
+$798K

Top Sells

1
+$5.72M
2
+$5.08M
3
+$4.85M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$3.46M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.27M

Sector Composition

1 Technology 2.88%
2 Healthcare 1.91%
3 Financials 1.34%
4 Industrials 1.23%
5 Consumer Staples 1.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.88M 0.47%
138,354
27
$2.81M 0.46%
18,326
-4,114
28
$2.53M 0.41%
4,923
29
$2.43M 0.4%
7,493
+1,382
30
$2.39M 0.39%
21,003
31
$2.29M 0.38%
15,843
32
$1.98M 0.32%
7,209
33
$1.82M 0.3%
10,903
+4,274
34
$1.74M 0.28%
15,940
-5,380
35
$1.62M 0.27%
14,382
36
$1.56M 0.26%
21,887
+4,959
37
$1.54M 0.25%
29,419
38
$1.45M 0.24%
5,223
39
$1.45M 0.24%
+5,856
40
$1.43M 0.23%
9,755
41
$1.42M 0.23%
3,756
-13,453
42
$1.39M 0.23%
2,907
+1,430
43
$1.39M 0.23%
9,840
44
$1.34M 0.22%
5,627
-505
45
$1.32M 0.22%
11,197
-513
46
$1.24M 0.2%
7,859
-4,441
47
$1.23M 0.2%
7,892
+2,989
48
$1.17M 0.19%
11,037
-6,672
49
$1.15M 0.19%
5,386
50
$1.1M 0.18%
12,283
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